Quality Management Procedure For Business Development – Sample

Below is a complete management procedure for business development, that can be used for any company by making little modifications. The procedure provides a basic structure for more inclusions depending upon the business type. Mostly marketing or business development departments are the owner of this procedure. Both departments are working collectively to achieve the business goals.

Quality Management Procedure For Business Development

1. Purpose: The purpose of this procedure is to establish and maintain a documented procedure, which ensures that business development opportunities are identified, recorded and followed up.

2. Scope:This procedure applies to the existing products and services and the development of new products and/or services that company provides or plans to provide to its clients.

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3. Reference

4. Definitions:Business Development Plan: A plan to develop business annually.

Step 1 : Preparation of a Business Plan

A Business Development Plan is prepared annually. The Manager Marketing is responsible to prepare this plan on Form F-1-1. For the preparation of this plan, Manager Marketing contacts Assistant Manger Marketing who will detail his Marketing Executives to prepare their respective plans. Marketing Executives hand over their plans to Assistant Manager by the last week of July each year.

Step 2 : Review of the Business Plan

The Assistant Manager Marketing will review the plans prepared by marketing executives and prepare a final plan. He will submit the final plan to Manager Marketing by 27th of the months. Manager Marketing will review this plan, prioritize it, contact Manager Finance & other Managers, if required, and submit the same to Managing Director for approval by 29th of the month after necessary revision.

Step 3: Approval Of Business Plan by Managing Director

The Managing Director will review the proposed Plan and discuss its contents with Manager Marketing and Manager Finance. If Managing Director is satisfied that the proposed plan meets the requirements it will be approved. If he doesn’t agree with any part of the plan, he will discuss it with the Manager Marketing and suggest necessary amendments. The Manager Marketing in consultation with the Departmental Heads will review and revise the plan in the light of Managing Director’s observations. The Manager Marketing will resubmit the revised plan to Managing Director by the 30th of the same month and get his approval.

Step 4 : Implementation and Monitoring of Business Plan

During each quarter of the year, Manager Marketing will implement the Business Development Plan using the records and quarterly progress reports prepared by the Assistant Manager Marketing, and monitors the successful implementation of the Plan.

Step 5: Action by Manager Marketing

The Manager Marketing will prepare a summary of the achievements against the agreed targets on F-1-2 for presentation at the quarterly Management Review Committee meeting held in the 1st week of January, April, July & October each year. The MRC reviews the performance of last quarter and makes recommendations about future course of action.

Step 6: Recording of Minutes

The Deputy QMR records the minutes of the meeting and advises Marketing Executives to incorporate recommendations of the MRC in the following quarter’s business development plan.

Step 7: Preparation of Proposal

Telephone/personal calls/Tenders/other postal enquiries will be directed to Marketing Coordinator who will direct the concerned Marketing Executive to fill form F-1-3. The Marketing Executive forward the filled form to the Assistant Manager Marketing who will review the same & hand over to Manager Marketing for price finalization. Manager Marketing, after price finalization, hands over the form to Assistant Manager Marketing for onward submission of the proposal to the client though concerned Marketing Executive and necessary follow up.

Step 8: Follow-up

The concerned Marketing Executive will follow up the enquiry as per enquiry Form F-1-3 till its maturity. If enquiry does not get matured, Marketing Executive will ensure refund of security money, if any.

Step 9: Delivery Order

If enquiry gets matured, then concerned Marketing Executive will fill delivery Order Form F-1-4 and will attach a copy of Purchase Order with it and get it reviewed by Assistant Manager Marketing or Manager Marketing. Marketing Executive will ensure timely delivery of the item to the customer.

Step 10: Payment / Recoveries

The concerned Marketing Executive will be responsible for recovery of payment from the customer within three weeks of the supply or as per conditions settled between the two parties. Each Marketing Executive will prepare his own recovery report and submit to Assistant Manger Marketing on Form F-1-5 who after verification by Accounts Manager will make a report & submit to Manager Marketing

Step 11: Daily Report

For all bids/tenders attended, comparative statements will be submitted by concerned marketing executives to Assistant Manager Marketing for on wards Managing Director’s review on Form-1-6. All Marketing Executives will additionally make daily reports on Form F-1-7 and submit to Assistant Manager Marketing one hour before pack-up every day. Manager Marketing will forward the weekly performance report to Managing Director for his information.